tax consequences

Articles tagged with tax consequences


A New Look At Insurance Agency Valuation

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A NEW LOOK AT INSURANCE AGENCY VALUATION by Carol Hammes Its becoming increasingly important for agents to recognize that having a complete, professionally prepared appraisal won&...

A Perpetuation Planning Primer

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A PERPETUATION PLANNING PRIMER by Tom Doran No one expects the current frantic pace of merger and acquisition activity to last forever. When it does cool off, more agency own...

Avoid These Common Accounting Mistakes

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AVOID THESE COMMON ACCOUNTING MISTAKES by Chris Burand Some agents make a conscious decision to pay more in taxes in order to bu...

Covenants Not To Compete

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COVENANTS NOT TO COMPETE by E.J. Leverett Jr., Ph.D., CPCU, CLU, Peter Shedd, J.D., and James Trieschmann, Ph.D., CPCU, CLU Abstract: When an agency is sold, frequently an agreeme...

Covenants Not To Compete

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COVENANTS NOT TO COMPETE by E.J. Leverett Jr., Ph.D., CPCU, CLU, Peter Shedd, J.D., and James Trieschmann, Ph.D., CPCU, CLU Abstract: When an agency is sold, frequently an agreem...

The Origins Of Diminished Agency Value

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THE ORIGINS OF DIMINISHED AGENCY VALUE by Roy Phillips and Dan King What factors contribute to the reduction of an agency's value? In our experience of evaluating hundreds ...

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